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    Small Business Loan & Working Capital

    5.0 (1 review)
    Closed 9:00 am - 8:00 pm

    Services - Small Business Loan & Working Capital

    Business loan

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    8 years ago

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    Merino Wealth Management - The founder of Merino Wealth Management, Jessica Merino.

    Merino Wealth Management

    (7 reviews)

    The Loop

    Jessica has been my financial advisor for the last five years and continues to be so. She is…read morealways available if I had any questions or need advice. She has advised me through many of my life's major transitions: Single Life, Married Life, Starting a Business, and Long Term Traveling. I met Jessica when I was single. I was financially unorganzied and only had a checking and savings account. With her help, she got my finances in order by diversifying my savings across many different products & platforms and helped me set up financial goals. When I got married, she helped me with the transition and guided us with merging our finances together (a daunting task for any couple, which made our lives easier). She helped advise us on some products that would benefit a married couple, made sure that we were financially secure, and offered advices on other areas that we should be concerned about. When I started a small consulting company, Jessica helped me with the finances of getting a new business off the ground. She created a business account for me and worked to diversify the business income and a retirement savings plan. Most importantly, Jessica's helped us plan out our year long travel/career break. She worked with us to make sure we were financially ready for us to quit our jobs and travel on our savings without depleting it completely. Jessica worked with us on establishing a budget and a stretch budget (since traveling long term is unlike traveling for vacations). She was alway available to us while we were on the road if we needed any information or to make a transfer of funds if we needed it. She was a great asset to have while we were on the road. It help us enjoy our travel with one less thing to worry about.

    Jessica has been helping me with my finances for the past 3 months, and I am very happy with her…read moreservices! I was pretty intimidated with the idea of meeting with a financial planner, initially. In fact, I really didn't feel ready! I was pretty sure that I would want to have a lot more money in my bank accounts before "planning" would make any sense. Boy was I wrong! As Jessica helped me understand, it is important to plan from the beginning, even before you start making big investments or before your business takes off, so that you can build on a solid foundation. Jessica is easy to talk to, and helps me understand why what I do today is important for my future, and the future of my business. Now when I think about my finances, I don't immediately start having palpitations, because I know I have a plan in place and Jessica is helping me! I can rest easier. I highly recommend working with Jessica Merino, even before you think you are ready!

    Total Finance

    Total Finance

    (37 reviews)

    Irving Park

    they be tripping all the time they charge me to make a payment? they make me pay gap insurance even…read moreif i have full insurance?? ignore the guy below this review this is a real review i pay my car payment on time and they still wanted to tow my car because they didn't get the payment till i showed my bank statements showing i paid yet they were mad ????? they were mad.... they almost caught a case in court #Got thewrongone !!!!!

    I have been with TFL for 11 months now. Just call this place out of the blue and you will see for…read moreyourself how obvious the lack of training and experience these reps have. McDonald restaurants have answered their lines in a more professional manner than this place. The absolute worst customer service hands down. No one seems to have any professionalism or charisma. I am surprised this company is even at an operating level after speaking to the absolutely useless reps that do very little more than pick up the phone in front of them and say hello. I have called on 3 occasions and have been told the same thing with each of my questions, "Sir, I just spoke to my manager, and we are going to look into it, and call you back." Not once have i gotten a call back or was someone able to answer my very simple questions. They don't seem to be holding up their end of our agreement at this point. Simply put, this company is bottom of the barrel. Too bad I didn't do my research before i signed an agreement with them. I'm sure there will be a flaw in their ppwk and an opportunity for me to take advantage of. 1 star, and that was forced by Yelp itself!

    Small Business Loan & Working Capital - businessfinancing - Updated August 2026

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